When Sarah A. Casey wants to prod corporate executives to sell a greater portion of their own company's stock to diversify their portfolios, she poses a key question: If you had that amount of money in cash today, would you spend it on buying that amount of shares in your company?
"If you do not ask this question often times, clients are complacent, especially when [their company's stock] ... is appreciating," says Casey, an advisor at Mason Investment Advisory Services in Reston, Va. whose firm has $2.9 billion in assets under management.
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